Bradley Orr

Bradley Orr, CFA®
Wealth Advisor Truist Bank

150 South U S Highway 1

Suite 400,

Jupiter, FL 33477-5116

Bradley.orr@truist.com

Phone 561-362-3522

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About me

Background

Bradley Orr is a Senior Vice President and Wealth Advisor with Truist Bank in the South Florida market. He has worked closely with successful entrepreneurs, business owners, and executives to help manage their personal & family wealth through careful and thoughtful planning, and a comprehensive approach. Bradley values his clients greatly and will work with them to ensure they are comfortable with often very complex financial and personal goals and challenges.

Bradley brings a very unique perspective to Wealth management, having largely spent his career in small cap equity analysis and portfolio management with Founders Asset Management and BNY Mellon, on his own successful entrepreneurial efforts, and as a small and mid-sized business consultant. He has witnessed many sales, operational, and financial successes and failures throughout his career – through many different economic and business environments – that have given him unique perspective and experience, which he brings to his clients every day.

Bradley has previous coaching experience in consulting business owners with foundational financial and business management skills, including the sale of their business.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA in Communications
University of Wisconsin – Madison 1989 1993

Personal Interests

Bradley is relatively new to Florida from Colorado and is rapidly developing roots with his family in their new home. Bradley enjoys travelling and spending time with his family and friends in the outdoors – golfing, skiing, fishing, and boating.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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